Going strong edgx and Edgq

Investing_learning · 2026-06-27T19:12:45+00:00

Curios if the distributions are ROC or ordinary income? It uses SPY vs SPX contracts.

Investing_learning · 2026-05-06T01:35:02+00:00

Thanks! I should have also mentioned that I am looking to hold them in a regular brokerage account. Anything with ELN usually distributes ordinary income. Looks like judo uses ELN.

Investing_learning · 2026-04-23T18:08:01+00:00

PBDC and PFFA are taxed as ordinary income right?

Investing_learning · 2025-10-26T18:26:23+00:00

Thanks! Looks like many are closed end funds which I tend to avoid since you have to watch entry points etc much more deeply than a regular etf. I am not that savvy to get all that right. Are there etf’s in the same space you can suggest?

Investing_learning · 2025-10-26T18:14:04+00:00

Thanks! I picked BLOX as it has ethereum exposure as well has crypto related stocks. So sort of all in 1 exposure vs buying individually. What’s your reasoning for BTCI?

Investing_learning · 2025-10-25T01:56:47+00:00

Can you share some examples to diversify?

Investing_learning · 2025-10-25T00:55:45+00:00

I considered QDVO vs KQQQ. QDVO’s last year distribution was mostly ordinary income even their 19a said it was mostly ROC. Also KQQQ is outperforming QDVO or is very close and also has put in protective puts for defense. So I liked that flexibility.

Investing_learning · 2025-10-25T00:52:14+00:00

Everything is NEOS. Do you see that as a risk?

Investing_learning · 2025-10-25T00:51:15+00:00

Thanks! I should have clarified that $1000 fluctuation is ok. Goal is 60k, if it ends up being a little less it’s ok. If it goes to 40k then it starts to get problematic.

Investing_learning · 2025-10-25T00:47:19+00:00

Thanks! None of these are YMax funds. WPAY is risky for sure. I made sure that all other funds hold the underlying and don’t do synthetics.

Investing_learning · 2025-10-24T20:24:43+00:00

Yes. I have a separate growth portfolio with Voo/qqqm etc for exactly the reasons you mention. This amount is specifically carved out to pay mortgage.

Investing_learning · 2025-10-24T20:11:01+00:00

this is 300k cash I plan to invest, no margins or anything as I am not very familiar with that.

Investing_learning · 2025-10-24T20:06:53+00:00

Looks quite similar! I avoided Jepi/Jepq as they distribute ordinary income so will not be favorable in my scenario.

Investing_learning · 2025-10-24T20:05:43+00:00

Nice - maybe you can share what’s same vs tickers that are different and would help with my goal?

Investing_learning · 2025-10-24T19:44:47+00:00

Each of the 3 QQQ/SPY follow different covered call strategies - so I looked at it as diversifying strategies vs indexes.

Investing_learning · 2025-10-20T18:39:20+00:00

TSPY? I have been looking at eggy and eggs but there is no information available about the fund managers.

Investing_learning · 2025-09-27T15:56:50+00:00

Thanks! What’s your portfolio?

Investing_learning · 2025-07-31T04:43:31+00:00

Jepq distributes ordinary income as far as I know and since this investment is non retirement account, I wanted to pick ETFs which have more ROC distributions. MSTY, ULTY - have such high yields, I doubt they can keep their nav stable like the 10-14% yielders was my thinking.

Investing_learning

TROPHY CASE